We are updating the responsible accountant for a bulk list of clients. However we don't want to delete the history of the previous accountant responsible. If I do the change under Maintenance -- Responsibility Update will the history be deleted?
I do not believe AE keeps any of the "Team" Start/End dates, unless it's hidden somewhere. It will keep the "Partner" Start/End dates though.
I do not believe AE keeps any of the "Team" Start/End dates, unless it's hidden somewhere. It will keep the "Partner" Start/End dates though.
Hi TSmith98
Thank you for your enquiry.
Normally when you change any responsibility under maintenance, there will be a record of it under the client's file. Eg:
What Jacksen has said s correct. There's no dates for the Team, but the Partner's Start/End dates will show.
Regards,
Sandy
Client Support Representative
